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Implement revised totals on Invoice templates – v5.0.0+

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Versai Free Class 6: Gift Shop Counts & Reports (6/20/2024)

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Versai Free Class 4: Finance & Attendance Reports (4/25/2024)

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Differentiate between available name fields on reports, exports, letters

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Free Class 7: Overview of Finance Reports & Gift Shop Inventory Reports (7/13/2023)

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Free Class 4: Overview of Admissions Report (4/20/2023)

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General Ledger Account setup

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Query names of all Campaigns and Promotions

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Gift Listing report: definitions and uses of Gift Types, especially the 4 for Pledges

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Run cumulative giving letters, such as end-of-year donation summaries (i.e. tax deductible letters)

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Query members on a certain date

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Query Inventory with duplicate names

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Write off (account for) damages/losses and in-house/inter-departmental requisitions of inventory

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Tax report: how it works and why

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Tax report: sometimes off by a few pennies

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Perform physical inventory counts

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Item Value & Quantity report: inventory list as of month-end and year-end

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Troubleshoot report discrepancies

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Attendance by Region report: include Walkup Survey zip codes

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What does the”BETA” label mean?

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